2020-02-10T15:48:29-06:00 2019-06-30 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2018-07-01 540791977 NORTHERN VIRGINIA FAMILY SERVICE NORT 5717482500 10455 WHITE GRANITE DRIVE NO 100 OAKTON VA 221242764 STEPHANIE BERKOWITZ PRESIDENT & CEO 5717482500 2020-02-10 1 YONG ZHANG CPA P01249785 7033366400 66.98.98.135 2020-02-10 08:33:13 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5BB3B986E96693C9FA12ABDB8E5DE88F5CFF60A5 2018 2020-11-19 02:30:22Z STEPHANIE BERKOWITZ 10455 WHITE GRANITE DRIVE NO 100 OAKTON VA 221242764 33785597 0 X WWW.NVFS.ORG X 1924 VA TO EMPOWER INDIVIDUALS AND FAMILIES TO IMPROVE THEIR QUALITY OF LIFE AND TO PROMOTE COMMUNITY COOPERATION AND SUPPORT IN RESPONDING TO FAMILY NEEDS. 22 21 462 4050 0 0 29933796 28605717 2614417 2476719 165762 321339 1677586 1483285 34391561 32887060 8917102 8204666 0 0 20176034 19022653 0 0 963125 5384176 5546849 34477312 32774168 -85751 112892 15387961 17310453 6292713 8021667 9095248 9288786 X SEE SCHEDULE O 0 0 6704584 3487294 96752 HOMELESS AND HOUSING SERVICES: HOMELESS SERVICES: HOUSING IS A BASIC NEED FOR EVERYONE, AND IT IS THE FOUNDATION FROM WHICH FAMILIES AND INDIVIDUALS CAN BEGIN TO BUILD, OR REBUILD, STABILITY AND SELF-SUFFICIENCY. NVFS PROVIDES EMERGENCY SHELTER TO SAFELY AND TEMPORARILY HOUSE HOMELESS FAMILIES AND INDIVIDUALS, AND PROVIDES FINANCIAL ASSISTANCE WITH RENT AND UTILITIES TO PREVENT HOMELESSNESS FROM OCCURRING. NVFS OPERATED TWO SHELTERS IN FY19:SERVE EMERGENCY FAMILY SHELTER IS LOCATED ON THE SERVE CAMPUS IN MANASSAS. THE SERVE SHELTER IS A 92-BED EMERGENCY FAMILY SHELTER, WHICH PROVIDES RAPID REHOUSING, HOUSING LOCATION SERVICES, AND COMPREHENSIVE SUPPORT SERVICES. THE SERVE SHELTER'S APPROACH IS TO RAPIDLY HOUSE FAMILIES TO MINIMIZE THEIR TIME BEING HOMELESS, AND MAXIMIZE THEIR OPPORTUNITIES FOR STABLE HOUSING. IN FY19, THE AVERAGE LENGTH OF STAY IN THE SHELTER WAS 61 DAYS; 52% OF FAMILIES MOVED OUT INTO PERMANENT HOUSING.HILDA BARG HOMELESS PREVENTION CENTER IN WOODBRIDGE. NVFS, IN PARTNERSHIP AND MUTUAL AGREEMENT WITH PRINCE WILLIAM COUNTY, TRANSFERRED THIS CONTRACT TO A NEW PROVIDER IN OCTOBER 2018, AS ONGOING OPERATIONS WERE NOT FINANCIALLY SUSTAINABLE. DURING THE TIME NVFS OPERATED THE SHELTER IN FY19, THE AVERAGE LENGTH OF STAY WAS 61 DAYS; 36% OF FAMILIES MOVED OUT INTO PERMANENT HOUSING. HOUSING SERVICES:ACROSS NORTHERN VIRGINIA, NVFS OFFERS TENANT-BASED RENTAL ASSISTANCE, COMMUNITY CASE MANAGEMENT AND OTHER SUPPORTIVE SERVICES WITH THE GOAL OF PERMANENT HOUSING PLACEMENT. THROUGH A VARIETY OF PROGRAMS INCLUDING THE REGIONAL HOUSING ASSISTANCE PROGRAM FOR INDIVIDUALS LIVING WITH HIV. NVFS OFFERS SEVERAL ADDITIONAL PROGRAMS FOR RESIDENTS OF FAIRFAX AND PRINCE WILLIAM COUNTY. $3.75 MILLION IN EMERGENCY ASSISTANCE FOR UTILITY, RENT, WATER, AND GAS PAYMENTS WAS DISBURSED IN FY19 THROUGH A VARIETY OF SHORT & LONG TERM HOUSING SUBSIDY AND CASE MANAGEMENT PROGRAMS ACROSS THE REGION. ALSO, NVFS MAINTAINS A STOCK OF 11 AFFORDABLE RENTAL UNITS IN THE PRINCE WILLIAM COMMUNITY. THESE HOMES ARE DESIGNATED FOR FAMILIES AT 30%, 50% OR 80% MEDIAN INCOME WITH THE GOAL OF PROVIDING AN AFFORDABLE HOUSING OPTION TO LOW INCOME FAMILIES. 6536313 2357 390971 EARLY CHILDHOOD SERVICES:EARLY HEAD START (EHS) AND HEAD START: PROVIDES CENTER AND HOME-BASED SERVICES TO CHILDREN AGES 6 WEEKS THROUGH 5 YEARS. NVFS OPERATES 5 EHS CENTERS, ONE OF WHICH WAS BUILT THROUGH NVFS FUNDRAISING EFFORTS, AND A LARGE HEAD START CENTER IN ARLINGTON FOR 204 CHILDREN AGES 3 TO 5. IN ADDITION, THROUGH OUR EHS GRANT AND SUBCONTRACTOR AGREEMENTS, NVFS SUPPORTS 2 OTHER COMMUNITY-BASED CHILD CARE CENTERS. AS WELL AS PROVIDING QUALITY CARE IN A STIMULATING AND SAFE ENVIRONMENT, NVFS PREPARES CHILDREN TO SUCCEED IN SCHOOL. TRAINED STAFF MEET REGULARLY WITH PARENTS TO ENSURE SAFE HOMES, STRONG PARENTING SKILLS, AND A PLAN FOR THEIR ECONOMIC INDEPENDENCE. A COMBINED TOTAL OF 826 CHILDREN PARTICIPATED IN THESE PROGRAMS IN FY19; 93% OF CHILDREN DEMONSTRATED SCHOOL READINESS, HAVE A MEDICAL HOME (ELIMINATING THE NEED TO USE EMERGENCY MEDICAL SERVICES FOR ROUTINE CARE), AND WERE CURRENT ON IMMUNIZATIONS. 5337753 3552985 63 HEALTH ACCESS AND NUTRITION SERVICES:HEALTH ACCESS: IN FY19, OVER 4,000 CHILDREN ACCESSED REDUCED-FEE MEDICAL CARE AND OVER 2,000 CHILDREN & ADULTS RECEIVED REDUCED-FEE DENTAL CARE. ACCESS TO FREE & REDUCED COST MEDICATIONS (VALUED AT $18.6 MILLION) WAS PROVIDED TO MORE THAN 2,000 INDIVIDUALS WHO OTHERWISE COULD NOT AFFORD THEIR PRESCRIPTIONS.HUNGER RESOURCE CENTER: LOCATED ON THE SERVE CAMPUS IN MANASSAS, THIS IS THE GREATER PRINCE WILLIAM AREA'S LARGEST FOOD DISTRIBUTION CENTER, SERVING NEARLY 4,100 INDIVIDUALS IN FY19. NUTRITION EDUCATION IMPACTING OVERALL HEALTH IS ALSO PROVIDED THROUGH PARTNERSHIP WITH LOCAL HEALTH CLINICS/PROVIDERS. 3074725 399866 CHILD ABUSE PREVENTION (HEALTHY FAMILIES) SERVICES:AS A LEADER IN THE REGION, NVFS LAUNCHED THE FIRST HEALTHY FAMILIES PROGRAM IN NORTHERN VIRGINIA AND NOW OPERATES IN 5 LOCAL JURISDICTIONS. FIRST-TIME PARENTS ASSESSED AS HAVING SIGNIFICANT BARRIERS TO SUCCESSFUL PARENTING ARE LINKED PRENATALLY WITH A FAMILY SUPPORT SOCIAL WORKER. THE GOAL IS TO BUILD STRONG PARENTING SKILLS, ENSURE A HEALTHY DELIVERY, MONITOR DEVELOPMENTAL MILESTONES, PREVENT CHILD ABUSE AND NEGLECT, AND TO ENSURE THAT A CHILD ENTERING SCHOOL IS READY TO LEARN AND BE SUCCESSFUL. PARENTS ARE GIVEN THE TOOLS TO SUCCEED AS PARENTS IN THEIR OWN JOURNEY TOWARDS SELF-SUFFICIENCY. IN FY19, 99% OF THE CHILDREN MET AGE-APPROPRIATE DEVELOPMENTAL MILESTONES AND WERE CURRENT ON THEIR IMMUNIZATIONS; 88% OF THE MOTHERS HAD AT LEAST 2 YEARS BETWEEN SUBSEQUENT BIRTHS. 2624764 32063 252267 YOUTH INITIATIVES AND MULTICULTURAL SERVICES:YOUTH INITIATIVES PROGRAMS PROVIDE TEENAGERS AND YOUNG ADULTS WITH THE SKILLS AND RESOURCES NEEDED TO BUILD HEALTHIER WELL-BEING AT SCHOOL, AT HOME AND WITHIN THEIR COMMUNITIES. THIS INCLUDES CONNECTIONS TO HEALTHY ACTIVITIES AS WELL AS THE SKILLS TO BUILD AND MAINTAIN HEALTHY RELATIONSHIPS WITH FRIENDS AND FAMILY. PROVIDING OUR YOUTH WITH THESE TOOLS HELPS THEM BUILD BRIGHTER FUTURES NOT ONLY FOR THEMSELVES, BUT FOR THEIR COMMUNITY AS WELL. YOUTH INITIATIVES STAFF WORK CLOSELY WITH SCHOOL SYSTEMS ACROSS NORTHERN VIRGINIA TO ENSURE THAT SERVICES ARE PROVIDED EFFECTIVELY. BECAUSE OF NVFS' COMPREHENSIVE SERVICE APPROACH, YOUTH INITIATIVES STAFF ARE EASILY ABLE TO CONNECT CLIENTS & THEIR FAMILIES TO OTHER NVFS SERVICES, INCLUDING MENTAL HEALTH COUNSELING, HEALTH CARE ACCESS, AND IMMIGRATION LEGAL AID, TO MORE EFFECTIVELY BUILD A LASTING, HEALTHY WELL-BEING. YOUTH INITIATIVES PROGRAMS INCLUDE INTERVENTION, PREVENTION & EDUCATION (IPE), FAMILY REUNIFICATION, AND VIOLENCE PREVENTION & INTERVENTION PROGRAM (VPIP). INTENSIVE CASE MANAGEMENT SERVICES WERE PROVIDED TO 362 YOUTH AND THEIR PARENTS TO PROMOTE HEALTHY FAMILIES. AS A RESULT, 78% OF GANG-INVOLVED YOUTH REDUCED THEIR GANG ACTIVITY AND 80% MAINTAINED OR IMPROVED SCHOOL PERFORMANCE; 84% INDICATED THEY HAD OBTAINED NEW KNOWLEDGE AND SKILLS THAT STRENGTHENED THEIR FAMILY FUNCTIONING.MULTICULTURAL CENTER: THE MULTICULTURAL CENTER OFFERS A BROAD RANGE OF MENTAL HEALTH, SOCIAL, EDUCATIONAL, HEALTH, AND LEGAL SERVICES GEARED TO THE UNIQUE VALUES AND CHARACTERISTICS OF INDIVIDUALS AND FAMILIES FROM DIVERSE CULTURES. LEARNING AND ADJUSTING ARE THE TWO OPERATIVE WORDS THAT DESCRIBE MOST PEOPLE NEW TO THE UNITED STATES. WHETHER IMMIGRATING BY CHOICE FOR BETTER OPPORTUNITIES, OR FORCED TO FLEE FROM ANOTHER COUNTRY, THE SAME DIFFICULTIES PRESENT THEMSELVES TO THE NEWCOMER: LANGUAGE, CULTURE AND ECONOMICS. MANY ARE IN NEED OF SERVICES AND SUPPORT THAT ENABLE A SUCCESSFUL TRANSITION FOR THEMSELVES AND THEIR FAMILIES. THE MULTICULTURAL CENTER IS STAFFED BY MULTI-ETHNIC, MULTILINGUAL SOCIAL WORKERS, COUNSELORS, PSYCHIATRISTS AND GRADUATE INTERNS FROM LOCAL UNIVERSITIES, PROVIDING SERVICES FROM A TRAUMA INFORMED PERSPECTIVE.LEGAL SERVICES: LEGAL SERVICES PROVIDES LEGAL CONSULTATION AND REPRESENTATION TO IMMIGRANTS SEEKING LEGAL STATUS, U.S. CITIZENSHIP, REUNIFICATION WITH FAMILY MEMBERS, OR CHALLENGING DEPORTATION. ALL NVFS ATTORNEYS ARE EXPERTS IN HUMANITARIAN IMMIGRATION LAW, INCLUDING ASYLUM, "CONVENTION AGAINST TORTURE PROTECTION", "VIOLENCE AGAINST WOMEN ACT" APPLICATIONS FOR SURVIVORS OF DOMESTIC VIOLENCE, U VISA APPLICATIONS FOR VICTIMS OF VIOLENT CRIME, T VISA APPLICATIONS FOR VICTIMS OF HUMAN TRAFFICKING, AND "SPECIAL IMMIGRANT JUVENILE STATUS" FOR CHILDREN WHO WERE ABUSED, ABANDONED, OR NEGLECTED. ALL IMMIGRATION SERVICES ARE OFFERED FOR FREE OR AT LOW COST TO CLIENTS. IN FY19, APPROXIMATELY 1,600 LEGAL CASES WERE ACCEPTED BY THE NVFS LEGAL TEAM; 98% OF THESE CASES WHERE A DECISION WAS MADE WERE APPROVED; 56 CLIENTS BECAME U.S. CITIZENS AND 69 CLIENTS BECAME U.S. PERMANENT RESIDENTS. 1348382 549790 1715256 CHILD PLACEMENT SERVICES:FOSTER CARE: THERAPEUTIC FOSTER CARE PROVIDES TEMPORARY, QUALITY, FAMILY SETTINGS FOR CHILDREN WITH SPECIAL NEEDS WHO MAY HAVE EXPERIENCED ABUSE AND NEGLECT. AS A RESULT, THE CHILDREN ARE GIVEN THE OPPORTUNITY TO DEVELOP TO THEIR FULLEST POTENTIAL.THE PROGRAM SERVES CHILDREN FROM BIRTH THROUGH AGE EIGHTEEN WHO HAVE EMOTIONAL, BEHAVIORAL, PHYSICAL OR DEVELOPMENTAL NEEDS THAT CANNOT BE MET IN THEIR OWN HOMES. NVFS SOCIAL WORKERS CAREFULLY MATCH EACH CHILD WITH AN APPROPRIATE, TRAINED FOSTER FAMILY. FOSTER PARENTS RECEIVE INTENSIVE, SPECIALIZED TRAINING AND EMPHASIS IS PLACED ON RECRUITING FROM CULTURALLY DIVERSE BACKGROUNDS.IN FY19, FOSTER CARE WAS PROVIDED TO 62 CHILDREN; 5 OF THESE CHILDREN WERE REUNIFIED WITH THEIR FAMILIES, 9 WERE ADOPTED, AND 7 ADDITIONAL ADOPTIONS ARE CURRENTLY IN PROCESS. 913426 180311 23911 WORKFORCE DEVELOPMENT SERVICES:TRAINING FUTURES: THIS PROGRAM PROVIDES A COMPREHENSIVE CURRICULUM FOCUSED ON PREPARING DETERMINED INDIVIDUALS TO JUMP THE OPPORTUNITY GAP FROM UNEMPLOYMENT OR LOW-SKILLED, SERVICE INDUSTRY JOBS TO OFFICE SUPPORT CAREERS. TRAINEES LEARN UNIVERSAL OFFICE SKILLS IN A SIMULATED OFFICE ENVIRONMENT, PARTICIPATE IN AN INTERNSHIP AND WORK WITH STAFF UNTIL THEY REACH THEIR CAREER GOAL. ONCE EMPLOYED, GRADUATES RECEIVE CAREER COACHING THROUGH THE FIRST 90 DAYS OF THEIR NEW JOB. TRAINING FUTURES HAS RECEIVED NATIONAL RECOGNITION AS A TOP-PERFORMING WORKFORCE DEVELOPMENT ADULT TRAINING PROGRAM, ANNUALLY EXCEEDING NATIONAL INDUSTRY BENCHMARKS. IN FY19, 86% OF TRAINEES GRADUATED. IN ADDITION, 86% OF TRAINEES ALSO EARNED A MICROSOFT OFFICE CERTIFICATION. SEVENTY-FIVE PERCENT (75%) OF GRADUATES OBTAINED TRAINING-RELATED JOBS EARNING AN AVERAGE OF $17.64 AN HOUR, REPRESENTING AN 85% INCREASE OVER PRE-TRAINING WAGES. VEHICLES FOR CHANGE: 48 CARS WERE DISTRIBUTED TO LOW-INCOME FAMILIES IN FY19, ENSURING WORKING FAMILIES HAD RELIABLE TRANSPORTATION TO GET TO THEIR JOBS, SCHOOL, DOCTORS' APPOINTMENTS, AND CHILD CARE.CAREER NAVIGATION: THIS IS AN EMPLOYMENT PROGRAM WHICH WORKS IN CLOSE COLLABORATION WITH HOUSING SERVICES TO PROVIDE ONE-ON-ONE EMPLOYMENT NAVIGATION AND JOB DEVELOPMENT SUPPORT TO CLIENTS PARTICIPATING IN NVFS' SHORT-TERM HOUSING SUBSIDY & HOMELESS SERVICES PROGRAMS. 889602 897163 THRIFT SHOPS:IN FY19, NVFS OPERATED TWO THRIFTS SHOPS, ONE IN CENTREVILLE AND ONE IN FALLS CHURCH. CENTREVILLE CEASED OPERATIONS IN APRIL 2019 AT ITS LEASE EXPIRATION. THE THRIFT SHOPS PROVIDE OPPORTUNITIES FOR INDIVIDUAL, CORPORATE AND COMMUNITY VOLUNTEERISM, AND PROVIDE FINANCIAL SUPPORT TO NVFS PROGRAMS THROUGH THE SALE OF DONATED GOODS. 8850899 1162030 2888597 27429549 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 370 0 1 462 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA CA MD ME NC NY X X CLIFFORD YEE 5717482500 10455 WHITE GRANITE DR STE 100 OAKTON VA 22124 BARBARA RUDIN CHAIR 2.00 X X 0 0 0 STEVE GLADIS VICE-CHAIR 2.00 X X 0 0 0 SUSANN BRESNAHAN SECRETARY 2.00 X X 0 0 0 TIMOTHY KENNY TREASURER 2.00 X X 0 0 0 STEVE ALLOY BOARD MEMBER 2.00 X 0 0 0 JENNIFER AUMENT BOARD MEMBER 2.00 X 0 0 0 ANGIE CASPER BOARD MEMBER 2.00 X 0 0 0 CARRIE DOOHER BOARD MEMBER 2.00 X 0 0 0 MIKE DUDZIK BOARD MEMBER 2.00 X 0 0 0 JUAN PABLO GONZALEZ BOARD MEMBER 2.00 X 0 0 0 LYNNE HALBROOKS BOARD MEMBER 2.00 X 0 0 0 BRIAN JACKSON BOARD MEMBER 2.00 X 0 0 0 MARC KATZ BOARD MEMBER 2.00 X 0 0 0 CATHY LANGE BOARD MEMBER 2.00 X 0 0 0 DEREK LIGEIKIS BOARD MEMBER 2.00 X 0 0 0 JENNY LINDSEY BOARD MEMBER 2.00 X 0 0 0 MY-CHAU NGUYEN BOARD MEMBER 2.00 X 0 0 0 CASEY VEATCH BOARD MEMBER 2.00 X 0 0 0 BILL WHITE BOARD MEMBER 2.00 X 0 0 0 WAYNE ZELL BOARD MEMBER 2.00 X 0 0 0 WARRENETTA BAKER BOARD MEMBER 2.00 X 0 0 0 STEPHANIE BERKOWITZ PRESIDENT & CEO 37.50 X X 252090 0 34372 CLIFFORD YEE EXECUTIVE VP & CFO 37.50 X 153023 0 3362 JACQUELINE DENDIEVEL EXECUTIVE VP OF HR 37.50 X 129271 0 16578 ANDREA ECK EXECUTIVE VP OF PROGRAMS 37.50 X 123447 0 27953 JENNIFER MCCOLLUM ENDING 0718 EXEC. VP OF DEVELOPMENT & COMMUNICATIONS 37.50 X 75548 0 11283 KATHLEEN MCMAHON FROM 0219 EXEC. VP OF DEVELOPMENT & COMMUNICATIONS 37.50 X 0 0 0 LAURENT POIROT VICE PRESIDENT OF IT 37.50 X 126784 0 28491 BETH DARGATIS DIRECTOR OF FINANCE 37.50 X 126010 0 7989 MALINDA LANGFORD SENIOR VP OF PROGRAMS 37.50 X 109179 0 11078 1095352 0 141106 7 0 1 0 WONDERFUL VIRGINIA ACADEMY 13420 MINNIEVILLE ROAD WOODBRIDGE VA 22193 EARLY HEAD START CHILDCARE 204370 NIKKI'S CHRISTIAN DAYCARE & LEARNING CEN 14900 CLOVERDALE ROAD WOODBRIDGE VA 22193 EARLY HEAD START CHILDCARE 142447 2 88755 22355210 6161752 3721436 28605717 FAMILY & COMMUNITY SVC 900099 2476719 2476719 2476719 84717 84717 292891 615388 307788 363869 -14897 251519 236622 236622 804315 88755 226880 577435 577435 899663 0 899663 899663 OTHER INCOME 900099 6187 6187 6187 32887060 3376382 0 904961 435067 435067 7769599 7769599 733379 657831 75548 14258518 11815765 2053430 389323 608439 480194 109327 18918 2292138 1809008 411861 71269 1130179 891963 203075 35141 89808 20000 69808 13400 13400 928092 576910 232465 118717 1103268 765551 89394 248323 1685300 1466564 185096 33640 242076 227398 12864 1814 179356 150654 27248 1454 38559 38298 243 18 291148 245425 41600 4123 183642 146320 35894 1428 NUTRITION SERVICES 311117 311117 EQUIPMENT REPAIR & MAIN 167148 148710 9527 8911 FURNITURE & EQUIPMENT 136964 29128 107833 3 FUND. EXP ON PART VIII -226880 -226880 403851 101878 120598 181375 32774168 27429549 4381494 963125 3175254 2744365 193593 193877 451104 536967 2640039 2605422 366243 259030 593332 515625 8204311 3213632 5611148 4990679 2328098 5436688 29150 27800 15387961 17310453 2367088 2096003 794529 2986650 2493671 2405196 637425 533818 6292713 8021667 X 7784960 7619932 1310288 1668854 0 0 9095248 9288786 15387961 17310453 112892 80646 0 X X 0 1 X 1 1 1 X 27093935 29110349 31551580 29933796 28605717 146295377 27093935 29110349 31551580 29933796 28605717 146295377 146295377 26926 47617 62003 50423 84717 271686 1111325 769448 638168 701268 810502 4030711 150597774 20373879 0.97140 0.97160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM EXEMPT ACTIVITIES - 2014 AMOUNT: $ 9,787. 2015 AMOUNT: $ 16,871. 2016 AMOUNT: $ 1,278. 2017 AMOUNT: $ 1,953. 2018 AMOUNT: $ 6,187. FUNDRAISING - 2014 AMOUNT: $ 1,101,538. 2015 AMOUNT: $ 752,577. 2016 AMOUNT: $ 636,890. 2017 AMOUNT: $ 699,315. 2018 AMOUNT: $ 804,315. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 2035 0 0 1 8170 0 1 13400 23605 0 PART II-B, LINE 1: VOLUNTEERS ARE BOARD MEMBERS WHO OCCASIONALLY CALL, EMAIL, OR VISIT LEGISLATORS TO ADVOCATE FOR FUNDING FOR HUMAN SERVICES IN THE AREAS OF NVFS FOCUS. PAID STAFF CONSISTS OF ONLY OF OUR PRESIDENT & CEO. MAILINGS CONSIST OF EMAILS AND CONSUME APPROXIMATELY 15 HOURS PER YEAR OF THE PRESIDENT & CEO'S TIME. AMOUNT REPRESENTS ALLOCATION OF 3% OF HER TIME, PLUS MILEAGE REIMBURSEMENT FOR TWO TRIPS TO RICHMOND FOR PRESIDENT & CEO AND BOARD MEMBERS. DIRECT CONTACT CONSISTS OF PHONE CALLS OR VISITS BY PRESIDENT & CEO AND BOARD MEMBERS. OTHER ACTIVITIES CONSISTS OF PAYMENTS TO ACCESS POINT (LOBBYING FIRM). SCHEDULE C, PART II-B FOR II-B, LINE 1A, VOLUNTEERS ARE BOARD MEMBERS WHO OCCASIONALLY CALL, EMAIL OR VISIT LEGISLATORS TO ADVOCATE FOR FUNDING FOR HUMAN SERVICES IN THE AREAS OF NVFS FOCUS. FOR II-B, LINE 1B, PAID STAFF CONSISTS OF OUR CEO ONLY. FOR II-B, LINE 1D, MAILINGS CONSIST OF EMAILS, NOT POSTED MAIL AND CONSUME APPROXIMATELY 10 HOURS PER YEAR OF CEO TIME. AMOUNT ON LINE 1D IS THE ALLOCATED PORTION OF CEO COMPENSATION EXPENSE FOR 10 HOURS OF HER TIME. FOR II-B, LINE 1G, DIRECT CONTACT CONSISTS OF PHONE CALLS OR VISITS BY CEO AND UNPAID BOARD MEMBERS. AMOUNT ON LINE 1G IS ALLOCATED PORTION OF CEO COMPENSATION EXPENSE FOR 1.5% OF HER TIME, PLUS MILEAGE REIMBURSEMENT FOR TWO TRIPS TO RICHMOND. BOARD MEMBERS PARTICIPATE IN ONE TRIP TO RICHMOND ANNUALLY. FOR II-B, LINE 1I, OTHER ACTIVITIES CONSIST OF ACCESS POINT PUBLIC AFFAIRS - LOBBYING FIRM. 46217 46217 7500 38717 46217 7500 7500 7500 7500 7500 7500 1.00000 0 0 668441 668441 6439887 2478211 3961676 549645 306213 243432 422756 342187 80569 123582 87021 36561 4990679 DEFERRED RENT 533818 533818 X 35237794 80646 2043208 226880 2350734 32887060 0 32887060 35044256 2043208 226880 2270088 32774168 0 32774168 PART V, LINE 4: THESE FUNDS ARE PERMANENTLY INVESTED AND EARNINGS ARE AVAILABLE FOR PROGRAMS & OPERATIONS. PART X, LINE 2: INCOME TAXES: NVFS IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, NVFS QUALIFIES FOR THE CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. MANAGEMENT EVALUATED NVFS'S TAX POSITIONS AND CONCLUDED THAT NVFS HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE UNDER THE ACCOUNTING TOPIC FOR UNCERTAINTY IN INCOME TAXES. GENERALLY, NVFS IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2016. DURING THE YEAR ENDED JUNE 30, 2019, NVFS HAD NO UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE REPORTED ON LINE 8B 226,880. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE REPORTED ON LINE 8B 226,880. GALA DINNER & AUCTION 700154 75375 624779 55722 79557 41071 BOWLATHON 68379 5040 63339 2268 4 124537 8340 116197 10994 37268 893070 88755 804315 55722 90551 80607 226880 577435 1 UNITED COMMUNITY MINISTRIES 7511 FORDSON ROAD ALEXANDRIA VA 22306 540850780 501(C)(3) 397185 SUPPORT FOR HEALTHY FAMILIES PROGRAM FAMILY PASS 2740 CHAIN BRIDGE RD SUITE 123 VIENNA VA 22181 205473832 501(C)(3) 34346 SUPPORT FOR BRIDGING AFFORDABILITY PROGRAM 2 0 SHELTER 425 3634056 FOSTER CARE 62 546453 MEDICAL 6536 142574 DENTAL 1003 238234 MENTAL HEALTH 535 30018 FOOD 4121 3178263 POUNDS OF FOOD APPLIED TO $1.68 INDUSTRY AVERAGE OF VALUE PER POUND FOOD DISTRIBUTED TO CLIENTS AT HUNGER RESOURCE CENTER PART I, LINE 2: GRANTEES SUBMIT DETAILED INVOICES ON A MONTHLY BASIS WHICH ARE REVIEWED IN DETAIL. ANNUAL AUDIT REPORTS ARE RECEIVED FROM GRANTEES AND ARE REVIEWED. X X X X X 0 0 0 0 0 0 0 0 0 STEPHANIE BERKOWITZ PRESIDENT & CEO 252090 0 0 0 0 0 10313 0 24059 0 286462 0 0 0 CLIFFORD YEE EXECUTIVE VP & CFO 153023 0 0 0 0 0 3131 0 231 0 156385 0 0 0 ANDREA ECK EXECUTIVE VP OF PROGRAMS 123447 0 0 0 0 0 4015 0 23938 0 151400 0 0 0 LAURENT POIROT VICE PRESIDENT OF IT 126784 0 0 0 0 0 6720 0 21771 0 155275 0 0 0 X 119290 FMV X 1 2537 FMV X 4845 3167463 FAIR MARKET VALUE X PROGRAM SUPPLIES 1221 376934 FAIR MARKET VALUE X AUCTION ITEMS 139 55612 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: FOR OUR ANNUAL FUNDRAISING GALA, NVFS HIRED AN AUCTIONEER TO RUN THE LIVE AUCTION AT THIS EVENT. THE ITEMS AUCTIONED HAD BEEN DONATED TO THE AGENCY. FORM 990, PART III, LINE 1 NVFS IS DEDICATED TO HELPING MORE THAN 42,000 INDIVIDUALS AND FAMILIES FIND NEW PATHS TO SELF-RELIANCE AND BRIGHTER FUTURES EACH YEAR. WITH OVER 300 EMPLOYEES AND 4,000 VOLUNTEERS, NVFS OFFERS PROGRAMS IN SEVEN CORE SERVICE AREAS: HOUSING AND HOMELESSNESS, EARLY CHILDHOOD EDUCATION, CHILD ABUSE PREVENTION (HEALTHY FAMILIES), CHILD PLACEMENT (THERAPEUTIC FOSTER CARE, RESPITE AND ADOPTION), YOUTH INITIATIVES AND MULTICULTURAL MENTAL HEALTH AND IMMIGRATION LEGAL SERVICES, HEALTH ACCESS AND NUTRITION, AND WORKFORCE DEVELOPMENT. EACH SERVICE AREA REPRESENTS A SET OF PROGRAMS, WHICH RESULT IN POSITIVE OUTCOMES FOR THE CLIENTS AND THE COMMUNITY. NVFS PARTNERS WITH GOVERNMENT AGENCIES, EDUCATION INSTITUTIONS, CORPORATIONS, FOUNDATIONS, RELIGIOUS GROUPS, AND OTHER NON-PROFIT ORGANIZATIONS TO CREATIVELY AND COLLABORATIVELY ADDRESS THE MULTIPLE ISSUES PRESENTING BARRIERS TO FAMILIES ACHIEVING ECONOMIC INDEPENDENCE. OF THE CLIENTS WHO REPORTED INCOME TO THE AGENCY, 96% HAD GROSS ANNUAL INCOME AT 200% OR LESS OF THE FEDERAL POVERTY LEVEL AND 42% SERVED WERE CHILDREN AND YOUTH UNDER THE AGE OF 18. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE 990. THE 990 IS THEN PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS WHO ARE GIVEN THE OPPORTUNITY TO REVIEW AND ASK ANY QUESTIONS THEY MAY HAVE. THE 990 IS THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND REQUIRES MEMBER, OFFICER AND KEY EMPLOYEE CERTIFICATION. BOARD MEMBER RESPONSES ARE REVIEWED BY THE BOARD'S GOVERNANCE COMMITTEE, AND OFFICER AND KEY EMPLOYEE RESPONSES ARE REVIEWED BY THE PRESIDENT & CEO AND THE CORPORATE OFFICERS, AND FURTHER REVIEWED, IF NECESSARY, BY THE BOARD CHAIR AND EXECUTIVE COMMITTEE, IN ORDER TO BEST MANAGE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD DETERMINES COMPENSATION FOR THE CEO ON AN ANNUAL BASIS. PERIODICALLY AN INDEPENDENT COMPENSATION CONSULTANT IS RETAINED TO SURVEY THE MARKET FOR THE APPROPRIATE COMPENSATION; THE RESULTS ARE SENT DIRECTLY TO THE BOARD CHAIR AND VICE PRESIDENT OF HUMAN RESOURCES. IN-BETWEEN YEARS THE BOARD CHAIR MAY ELECT TO CONDUCT AN INFORMAL SALARY SURVEY. THE CEO RECOMMENDS COMPENSATION FOR FOUR CORPORATE OFFICERS BASED ON PERIODICALLY CONDUCTING BENCHMARKING FROM INDUSTRY SOURCES, WHICH IS REVIEWED WITH THE BOARD CHAIR. THE DELIBERATION AND DECISION ARE WELL DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES ON REQUEST AND BY INSPECTION AT THE AGENCY'S HEADQUARTERS' OFFICE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.